Kotak Special Opportunities Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.56 | 1.03 | 104.8% | 93.0% | 9.4% | 1.0% |
| 3 Years | -0.40 | 1.00 | 98.2% | 98.4% | -0.4% | 0.1% |
| 5 Years | -0.23 | 1.00 | 98.2% | 98.4% | -0.2% | 0.0% |
| 7 Years | -0.16 | 1.00 | 98.2% | 98.4% | -0.2% | 0.0% |
| 10 Years | -0.10 | 1.00 | 98.2% | 98.4% | -0.1% | 0.0% |
| 12 Years | -0.08 | 1.00 | 98.2% | 98.4% | -0.1% | 0.0% |
| 15 Years | -0.05 | 1.00 | 98.2% | 98.4% | -0.1% | 0.0% |